See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,085 | $85,202+42.1% | $172,739-29.9% | $72,985+65.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.63% | 27.32%-12.7pp | 802.84%-788.2pp | 81.00%-66.4pp |
| Employer contribution / active EE | $7,030 | $3,324+111.5% | $5,143+36.7% | $2,440+188.1% |
| Participant deferral / active EE | $4,135 | $3,260+26.8% | $5,198-20.4% | $3,607+14.6% |
| Admin fee / account holder | $1,043 | $5,884-82.3% | $13,954-92.5% | $5,124-79.6% |